This video recaps Week 11 of the Iranian choking of the Strait of Hormuz and the US blockade of Iranian ports and shipping. The episode includes the latest data on transits and breakdown of the major week events including the increased passage of ships from China, Japan, India and Pakistan through the Strait, the seizure of a Chinese armory ship, and the latest report from the IEA on global oil.

00:00 Introduction 00:59 State as of Week 11 06:47 Major Stories for Week 11 34:37 Week 11 Wrap-Up

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Iran Oil Flows Most Likely Cut by Spill, TankerTrackers Says www.bloomberg.com/news/articles/2026-05-15/iran-oi…

JMIC Advisories www.ukmto.org/partner-products/jmic-products/jmic-…

IEA Oil Market Report May 2026 iea.blob.core.windows.net/assets/2b89a47b-34a2-40e…